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The Platform Clinic
We’ve designed our platform so that you can efficiently manage all aspects of your clients’ accounts with us through our secure online client management service. Here, you’ll find practical tips, short intuitive videos, and a range of articles designed to help you make the most of our platform’s features and functionality when administering client accounts.
You can also find the answers to most of your questions on commonly performed administrative tasks within the Help & Support section of our website.
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Making the most of our Flexible Investment and Retirement Solutions
David Smith, our National Platform Consultant, provides valuable insight on how to use our new Flexible Investment and Retirement Solutions and make the most of this service to benefit you and your clients.
Find out more about our Flexible Investment and Retirement Solutions.
Practical tips on fees, cash and capital gains
Insight in using our platform services
Using the ISA allowance in uncertain times
How clients can use cash funds, phasing, or separate ISA accounts to manage risk during uncertain markets.
Jon Hale Head of Platform Consultancy, Fidelity Adviser Solutions - 08 Apr 2026
Practical tips for pension planning
Practical tips to help you use platform reporting and cash management features to optimise pension planning workflows.
Jon Hale Head of Platform Consultancy, Fidelity Adviser Solutions - 08 Apr 2026
Tax-efficient fee funding
How to use the Cash Management Account to preserve ISA assets and optimise fee funding.
Jon Hale Head of Platform Consultancy, Fidelity Adviser Solutions - 08 Apr 2026
Practical capital gains management
An overview of the key reports that help you track and optimise clients’ capital gains positions.
Jon Hale Head of Platform Consultancy, Fidelity Adviser Solutions - 08 Apr 2026
Tax planning using Bed & ISA
Guidance on using the Bed & ISA facility to maximise ISA allowances while managing gains, cash, and investment strategy.
Jon Hale Head of Platform Consultancy, Fidelity Adviser Solutions - 08 Apr 2026
Online facility for stock transfers between Investment Accounts
A look at the simpler online way to transfer assets between accounts, spouses, or different investment strategies.
Jon Hale Head of Platform Consultancy, Fidelity Adviser Solutions - 21 Jan 2026
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The flexible pension decumulation options available on our platform include a variety of payment choices to suit clients' needs: one-off Pension Commencement Lump Sum (PCLS), one-off taxable income, regular PCLS, and regular taxable income. These can be managed online through straight-through processing (STP). Additionally, the service supports manual requests for UFPLS, small pots, and withdrawals due to ill-health or serious ill-health. Dive into our comprehensive guide for detailed insights on processes, timescales, and strategic combinations to maximise your clients’ retirement planning.
Meet our experts
Jon is Head of Platform Consultancy at Fidelity Adviser Solutions where he also manages the National Platform Consultancy Team.
Together they provide support to advisers, ensuring the platform can be fully integrated into their business, whilst helping to maximise functionality and create efficiencies. This includes implementing investment propositions, consolidating assets, managing decumulation strategies and providing training support.
Jon began his career in 1991 and has worked in a variety of roles supporting financial advisers, both at life and pension companies and platform providers. Jon joined Fidelity in 2013 and holds the CII diploma in financial planning.
David is the National Platform Consultant at Fidelity Adviser Solutions, working as part of the Platform Consultancy team supporting adviser firms across the UK.
He helps advisers understand how our platform can be fully integrated into their businesses, ensuring they maximise functionality, drive efficiency, and deliver strong outcomes for clients. This includes supporting integrations with adviser technology, improving operational processes, interpreting new legislation, and helping firms implement effective investment and retirement strategies.
David joined Fidelity in 2018 after making a career change and has worked across a range of adviser and platform focused roles.
Donna is a member of the Regional Platform Consultancy team at Fidelity Adviser Solutions.
Donna began her career in 2002 and has worked in a variety of companies including; a financial adviser firm as well as life and investment companies supporting financial advisers. Donna joined Fidelity in 2007 and holds the CII diploma in financial planning.